Riverpoint Wealth Management Holdings’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
12,773
+13
+0.1% +$2.67K 0.62% 19
2025
Q1
$2.83M Buy
12,760
+4
+0% +$889 0.73% 16
2024
Q4
$3.19M Buy
12,756
+37
+0.3% +$9.27K 0.83% 16
2024
Q3
$2.96M Buy
12,719
+12
+0.1% +$2.8K 0.76% 17
2024
Q2
$2.68M Buy
12,707
+19
+0.1% +$4K 0.74% 17
2024
Q1
$2.18M Sell
12,688
-49
-0.4% -$8.4K 0.6% 19
2023
Q4
$2.45M Buy
12,737
+14
+0.1% +$2.7K 0.72% 17
2023
Q3
$2.18M Sell
12,723
-20
-0.2% -$3.42K 0.72% 16
2023
Q2
$2.47M Buy
12,743
+15
+0.1% +$2.91K 0.78% 16
2023
Q1
$2.1M Buy
12,728
+16
+0.1% +$2.64K 0.72% 16
2022
Q4
$1.65M Buy
12,712
+18
+0.1% +$2.34K 0.61% 17
2022
Q3
$1.75M Buy
12,694
+1,936
+18% +$268K 0.75% 15
2022
Q2
$1.47M Sell
10,758
-90
-0.8% -$12.3K 0.59% 17
2022
Q1
$1.89M Buy
10,848
+12
+0.1% +$2.1K 0.66% 17
2021
Q4
$1.92M Sell
10,836
-2,146
-17% -$381K 0.65% 17
2021
Q3
$1.84M Sell
12,982
-3,600
-22% -$509K 0.64% 17
2021
Q2
$2.27M Buy
16,582
+1,081
+7% +$148K 0.63% 23
2021
Q1
$1.89M Sell
15,501
-2,099
-12% -$256K 0.57% 23
2020
Q4
$2.34M Sell
17,600
-21
-0.1% -$2.79K 0.74% 22
2020
Q3
$2.04M Sell
17,621
-1,015
-5% -$118K 0.74% 22
2020
Q2
$1.7M Buy
18,636
+36
+0.2% +$3.28K 0.66% 25
2020
Q1
$1.18M Sell
18,600
-192
-1% -$12.2K 0.58% 30
2019
Q4
$1.38M Buy
18,792
+124
+0.7% +$9.11K 0.55% 28
2019
Q3
$1.05M Buy
18,668
+52
+0.3% +$2.91K 0.46% 28
2019
Q2
$921K Buy
18,616
+16
+0.1% +$792 0.42% 29
2019
Q1
$883K Sell
18,600
-1,564
-8% -$74.2K 0.43% 29
2018
Q4
$795K Buy
20,164
+1,344
+7% +$53K 0.44% 28
2018
Q3
$1.06M Buy
18,820
+316
+2% +$17.9K 0.54% 23
2018
Q2
$856K Buy
18,504
+240
+1% +$11.1K 0.48% 23
2018
Q1
$765K Buy
18,264
+2,308
+14% +$96.7K 0.46% 21
2017
Q4
$674K Sell
15,956
-208
-1% -$8.79K 0.42% 21
2017
Q3
$630K Buy
16,164
+408
+3% +$15.9K 0.41% 20
2017
Q2
$571K Sell
15,756
-596
-4% -$21.6K 0.4% 21
2017
Q1
$589K Buy
16,352
+32
+0.2% +$1.15K 0.45% 20
2016
Q4
$489K Buy
+16,320
New +$489K 0.4% 20